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CRM Portals

Do you offer self-service portals for your dealers and reps?

Portals can be a game-changer, allowing for faster collaboration, and secure anytime access to sales, service and marketing information.
Microsoft Dynamics CRM provides true channel collaboration outside of your firewall, to non-CRM users. These CRM portals are often used to provide your reps with:

  • Access product data sheets and marketing collateral
  • The ability to update sales activities
  • Register new leads
  • See parts in stock
  • Get pricing information
  • Understand product compatibility
  • Open or update service tickets / work orders